Ceera Investments’s Morningstar MORN Stock Holding History

Ceera Investments’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Sell	7,436 -665	-8%	-$124K	0.55%	44
2025 Q4	$1.76M	Sell	8,101 -835	-9%	-$181K	0.68%	38
2025 Q3	$2.07M	Sell	8,936 -850	-9%	-$227K	0.65%	42
2025 Q2	$3.07M	Hold	9,786	–	–	0.94%	34
2025 Q1	$2.93M	Hold	9,786	–	–	1.01%	31
2024 Q4	$3.3M	Hold	9,786	–	–	1.13%	32
2024 Q3	$3.12M	Sell	9,786 -10	-0.1%	-$3.11K	1.18%	28
2024 Q2	$2.9M	Sell	9,796 -50	-0.5%	-$14.8K	1.23%	27
2024 Q1	$3.04M	Sell	9,846 -145	-1%	-$41.8K	1.33%	25
2023 Q4	$2.86M	Sell	9,991 -2,465	-20%	-$642K	1.35%	27
2023 Q3	$2.92M	Hold	12,456	–	–	1.59%	23
2023 Q2	$2.44M	Sell	12,456 -110	-0.9%	-$21.8K	1.41%	25
2023 Q1	$2.55M	Hold	12,566	–	–	1.63%	23
2022 Q4	$2.72M	Sell	12,566 -94	-0.7%	-$21.4K	1.72%	27
2022 Q3	$2.69M	Sell	12,660 -349	-3%	-$83K	1.78%	25
2022 Q2	$3.15M	Sell	13,009 -128	-1%	-$32.3K	1.8%	21
2022 Q1	$3.59M	Sell	13,137 -80	-0.6%	-$22.6K	1.79%	22
2021 Q4	$4.52M	Sell	13,217 -220	-2%	-$68.1K	2.34%	13
2021 Q3	$3.48M	Sell	13,437 -30	-0.2%	-$7.88K	1.91%	18
2021 Q2	$3.46M	Sell	13,467 -5	-0%	-$1.21K	2.63%	13
2021 Q1	$3.03M	Buy	+13,472	New	+$3.16M	2.47%	15

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return